[Vtigercrm-developers] Autoemails and workflow extensions
Brett Hooker
brett.hooker at roarz.com
Sun Aug 2 17:28:12 PDT 2009
Joe,
Given our timeline, we might be able to do the engine part and give it
to you too. I'll chat to the guys now and come back to you on email today.
I'll also want Prasad to take a look over the plans so that whatever we
do, they can just pickup and roll into the core.
Thanks,
Brett
Phone 0404 067 421
<http://www.roarz.com/bretts-blog>
<http://www.roarz.com/email>
www.roarz.com <http://www.roarz.com/email> Phone: 1300 885 125 Fax: 07
3009 0648 ABN: 69 113 777 594
Capalaba HQ <http://www.roarz.com/capalaba>: Suite 2A, 26 Redland Bay
Road Capalaba Qld 4157
/ROARZ will help you get your website up to date and keep it that way./
Joe Bordes wrote:
> Sounds like we are on the same line of thought, which isn't surprising
> as I think scheduling is the natural next step in the workflow extension.
>
> We haven't started coding yet but we should :-)
> I have two clients who have asked for the AE update, there are two
> more showing interest on the forum thread and I need the SMS for
> another project in about two months, so....
>
> You indicate that you would need these enhancements for this week. I
> can't get this done this week but maybe we can reach some agreement.
> I'm thinking down the line of setting up a forge project with workflow
> enhancements I would migrate/integrate the scheduling code from
> autoemails and you could develop the SMS part.
>
> I would start with the part you need the most so you would have it ASAP.
>
> How does that sound?
>
> Joe
> TSolucio
>
>
>
> Brett Hooker escribió:
>> Joe,
>>
>> Great post. Thanks.
>>
>> Love the SMS point as well. I'd put a vote in for ClickATell support
>> out of the box due to its API, international coverage, excellent
>> pricing and support in other apps (like Joomla!). We've been using
>> it for years, and are very happy with it. http://www.clickatell.com/
>>
>> Just last night I wrote some notes up for a similar change to the
>> workflow engine so that we can implement our automated invoice
>> processing and overdue reminder code. Details included below.
>>
>> We'll need to make our changes pretty quickly, like this week, so
>> that we can get our internal systems up on 5.1 asap.
>>
>> I'd like to co-ordinate our changes with yours and with the core team
>> so that this change ends up in vTiger 5.1.1.
>>
>> Are you already coding this on your side?
>>
>> _*Cron Initiated Workflows*_
>>
>> *
>>
>> Extend 5.1 workflow engine to launch workflows based on
>> conditions being true in the database on a scheduled basis (new
>> for 5.1).
>>
>> *
>>
>> On the Edit Workflow screen, add a new radio button to the
>> “When to run the workflow” list titled “On a schedule” and when
>> chosen, add a extra set of options for what the schedule will be:
>>
>> o
>>
>> Valid time intervals would be cron-like, i.e. once a day
>> at a specific time, every {x} minutes, every {x} hours,
>> specific days of the week (Mon, Wed, Fri)
>>
>> *
>>
>> A cron job runs regularly, and checks for handlers that have
>> been defined within vTiger 5.1 workflow engine. If any exist
>> for the given time interval, the cron job tests the conditions
>> and if true, invokes the actions as defined in the workflow.
>>
>> *
>>
>> This is how we implement invoice reminders code that we have in
>> 5.0.4; i.e. once a day at midnight, look for any invoice with a
>> due date < now()-7 and send an email per the email setup on the
>> worflow entry. May need to explore the limits of the current
>> condition functionality within the workflow definition to
>> implement the < now() business rule.
>>
>>
>>
>>
>> Thanks,
>> Brett
>> Phone 0404 067 421
>>
>> <http://www.roarz.com/bretts-blog>
>> <http://www.roarz.com/email>
>> www.roarz.com <http://www.roarz.com/email> Phone: 1300 885 125 Fax:
>> 07 3009 0648 ABN: 69 113 777 594
>> Capalaba HQ <http://www.roarz.com/capalaba>: Suite 2A, 26 Redland Bay
>> Road Capalaba Qld 4157
>> /ROARZ will help you get your website up to date and keep it that way./
>>
>>
>>
>> Joe Bordes wrote:
>>> Hi,
>>>
>>> Those users of the autoemails extension may find this interesting:
>>> http://vtiger-spain.com/wiki/doku.php?id=autoemailvsworkflow
>>>
>>> Regards, Joe
>>> TSolucio
>>> _______________________________________________
>>> Reach hundreds of potential candidates - http://jobs.vtiger.com
>>>
>>
>> ------------------------------------------------------------------------
>>
>> _______________________________________________
>> Reach hundreds of potential candidates - http://jobs.vtiger.com
>
> ------------------------------------------------------------------------
>
> _______________________________________________
> Reach hundreds of potential candidates - http://jobs.vtiger.com
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